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Weekend Financial Planner Jobs (NOW HIRING)

HSBC

Financial Planner

Manhattan, NY · On-site

$83K - $112K/yr

The Financial Planner is a contributing member of HSBC's Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family ...

WealthBridge Financial Group

Financial Planner

Leawood, KS

$73K - $99K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients ...

Mercer Advisors

Financial Planner

Woodland Hills, UT · Hybrid

$69K - $92K/yr

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and ...

Trustmark Bank

Financial Planner

Ridgeland, MS

$66K - $88K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

Flagstar Bank

Financial Planner

Palm Beach, FL

$73K - $98K/yr

Position Title Financial Planner Location Palm Beach, FL 33480 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including ...

Trustmark Bank

Financial Planner

Mobile, AL

$75K - $101K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

Trustmark Bank

Financial Planner

Ridgeland, MS

$66K - $88K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

Trustmark Bank

Financial Planner

Ridgeland, MS · On-site

$66K - $88K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

Waverly Advisors, LLC

Financial Planner

Jackson, MS · On-site

$66K - $88K/yr

The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients ...

Waverly Advisors, LLC

Financial Planner

Jackson, MS · On-site

$66K - $88K/yr

The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients ...

Flagstar Bank

Financial Planner

Beverly Hills, CA

$87K - $117K/yr

Position Title Financial Planner Location Beverly Hills, CA 90212 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics ...

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Weekend Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do weekend financial planner jobs pay per year?

As of Jul 16, 2026, the average yearly pay for weekend financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

Is 200,000 enough to work with a financial advisor?

For a Weekend Financial Planner, having $200,000 can be sufficient to start working with a financial advisor, especially if the goal is to develop a personalized financial plan or investment strategy. Many advisors have minimum account sizes ranging from $25,000 to $100,000, but some may accept lower amounts or offer hourly consulting. The suitability depends on the advisor's policies and the complexity of your financial needs.

What pays more, CPA or CFP?

For a Weekend Financial Planner, Certified Public Accountants (CPAs) generally have higher earning potential than Certified Financial Planners (CFPs), especially in accounting and tax-related roles. However, CFPs often earn more in financial planning and advisory positions, depending on experience and client base. Salary differences can vary based on industry, location, and certifications held.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher compensation through performance bonuses and commissions.

What unique challenges and opportunities come with working as a Weekend Financial Planner?

As a Weekend Financial Planner, you may encounter the challenge of balancing client availability with your own schedule, since many clients seek advice outside traditional business hours. This role often involves a high degree of flexibility and self-motivation, as you may work independently or as part of a smaller weekend team. On the positive side, working weekends allows you to serve clients who are unable to meet during the week, potentially expanding your client base. Additionally, this schedule can provide more control over your work-life balance and may offer unique advancement opportunities within firms that value off-hours client service.

What are the key skills and qualifications needed to thrive as a Weekend Financial Planner, and why are they important?

To thrive as a Weekend Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management systems, and spreadsheet tools is typically required. Strong interpersonal skills, trustworthiness, and effective communication are essential for building client relationships and clearly explaining complex financial concepts. These skills and qualities are critical for delivering sound financial advice and maintaining client trust during flexible weekend hours.

What is a Weekend Financial Planner?

A Weekend Financial Planner is a financial advisor who offers their services primarily during weekends to accommodate clients who are unavailable during regular business hours. They help individuals and families create budgets, plan for retirement, manage investments, and achieve their financial goals. These professionals may work independently, for financial firms, or as part of a team, providing personalized advice and planning sessions outside of typical weekday schedules.

How can I make 2000 a week working from home?

A Weekend Financial Planner can potentially earn $2,000 weekly by offering specialized financial advice, managing client portfolios, and providing planning services during weekends. Building a client base, obtaining relevant certifications, and leveraging online platforms can help increase income, but earnings depend on experience, client volume, and service fees.
More about Weekend Financial Planner jobs
What cities are hiring for Weekend Financial Planner jobs? Cities with the most Weekend Financial Planner job openings:
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Weekend Financial Planner jobs near you
Infographic showing various Weekend Financial Planner job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.
Financial Planner

Financial Planner

HSBC

Manhattan, NY • On-site

$83K - $112K/yr

Full-time

Posted 16 days ago

Job description

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
The Financial Planner is a contributing member of HSBC's Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family office specialists, who together provide advisory services to HSBC individual and family clients. The Financial Planner serves as subject-matter expert on financial planning topics, particularly retirement planning and executive compensation/planning with concentrated positions and works directly with clients to formulate and implement holistic financial planning advice.
HSBC Wealth & Personal Banking US is an integrated platform which provides comprehensive financial services to clients from mass affluent through Ultra High Net Worth (UHNW) segments. A cornerstone piece of HSBC's model is the Wealth Planning & Advisory team, a centralized team of specialist resources with deep technical expertise in the areas of estate planning, income tax, pre-immigration and cross-border tax planning, business succession, philanthropy, family governance, and family office advisory. Wealth Planning & Advisory partners with internal stakeholders, including Sales management and Relationship Managers as assigned. Within the team, the Financial Planner's key focus is on Premier and Private Client segments on comprehensive financial plans and will work directly with multi-national executives and high earners across the client continuum to support WPB US's focus on international-connected clients.
As our HSBC Financial Planner, you will:
  • Deliver high-quality, fit-for-purpose financial plan advice to Premier and Private Client clients, with a focus on connecting clients stated goals to thoughtful recommendations and tying those recommendations to HSBC products and services. Execute at the highest level, bringing the bank's best thinking to bear in a package that reflects the quality of our global brand
  • Focus on growth, help to drive new revenue by working directly with clients and connecting financial plans to HSBC products and services
  • Become familiar with the full breadth of the HSBC offering and will be able to identify opportunities for product sales in furtherance of a client's stated goals. Focus on high-value opportunities while creating scale for him/herself via training and teach-ins
  • Serve as financial planning subject-matter expert for the US business
  • Lead clients through the financial planning process, identify opportunities, and deliver recommendations in furtherance of a client's stated financial goals
  • Partner with Regional Heads, Market Managers, the Financial Planning Lead, and Sales Distribution team to grow financial planning fluency among Wealth Relationship Managers across the US
  • Provide thought leadership, training, and ongoing expertise on key financial planning themes, including retirement planning and executive compensation/restricted stock topics
  • Work in a close, collaborative team of planners with varied and complementary backgrounds to bring the appropriate expertise to a client scenario

You'll likely have the following qualifications to succeed in this role:
  • Mastery of the financial planning process and understanding of advanced tax, retirement, and executive compensation rules and strategies
  • Sales acumen and demonstrated experience effectively working with clients and ability to recommend appropriate, tailored solutions in furtherance of a client's stated financial goals
  • Extensive experience presenting financial plans and an interest in teaching financial planning principles to a growing sales force
  • Certified Financial Planner designation and strong experience working directly with clients in a financial planner capacity. Tax qualification (CPA, Masters in Tax) beneficial
  • Familiarity with MoneyGuide Pro financial planning software
  • Experience with non-US retirement plans, and Mandarin or Spanish language fluency a plus

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

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